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WFG Advisors, LP: PAA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WFG Advisors, LP on PAA, newest first. How the timeline and the estimate are built.

WFG Advisors, LP held 66,841 PAA shares at 2017-06-30 per its 13F-HR filed 2017-08-18.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 66,841 shares
    Change vs previous 13F +13,304 shares

    0.4% of the 13F portfolio, value $1,756,000.

    13F-HR 0001580642-17-004497 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-03-31
    13F 53,537 shares
    Change vs previous 13F -12,617 shares

    0.45% of the 13F portfolio, value $1,692,000.

    13F-HR 0001580642-17-002922 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F/A 66,154 shares
    Change vs previous 13F -3,425 shares

    0.52% of the 13F portfolio, value $2,136,000.

    13F-HR/A 0001580642-17-001343 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-09-30
    13F 69,579 shares
    Change vs previous 13F +1,358 shares

    0.54% of the 13F portfolio, value $2,185,000.

    13F-HR 0001580642-16-012052 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-06-30
    13F 68,221 shares
    Change vs previous 13F -6,792 shares

    0.5% of the 13F portfolio, value $1,875,000.

    13F-HR 0001580642-16-010192 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2016-03-31
    13F 75,013 shares
    Change vs previous 13F -6,067 shares

    0.46% of the 13F portfolio, value $1,573,000.

    13F-HR 0001580642-16-008609 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-12-31
    13F 81,080 shares
    Change vs previous 13F -6,090 shares

    0.56% of the 13F portfolio, value $1,873,000.

    13F-HR 0001580642-16-006748 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-09-30
    13F 87,170 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,648,000.

    13F-HR 0001580642-15-005172 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).